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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
376
ShoreHaven Wealth Partners
New Jersey
$2.07M +$54.4K +579 +3%
CC
377
Copperleaf Capital
North Carolina
$2.07M +$47.6K +507 +2%
BWA
378
Bestgate Wealth Advisors
Maryland
$2.05M – – –
SB
379
Strategic Blueprint
Georgia
$2.04M +$62.3K +664 +3%
BEI
380
Benjamin Edwards Inc
Missouri
$2.03M -$3.38M -35,990 -63%
BWA
381
BCU Wealth Advisors
Illinois
$2.02M -$376 -4 -0%
HTC
382
Haverford Trust Company
Pennsylvania
$2.02M -$561K -5,971 -22%
ACA
383
Aptus Capital Advisors
Alabama
$2.01M -$240K -2,561 -11%
OWCM
384
One Wealth Capital Management
Arizona
$1.99M +$53.6K +571 +3%
NGA
385
Naples Global Advisors
Florida
$1.98M +$230K +2,453 +13%
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$48K +511 +2%
CCM
387
Coldstream Capital Management
Washington
$1.96M -$3.38K -36 -0.2%
SAS
388
Stelac Advisory Services
New York
$1.95M – – –
LSA
389
Lion Street Advisors
Texas
$1.92M +$159K +1,697 +9%
AWM
390
Axxcess Wealth Management
California
$1.9M +$331K +3,524 +21%
DADC
391
D.A. Davidson & Co
Montana
$1.89M +$40.5K +431 +2%
WA
392
Waverly Advisors
Alabama
$1.88M +$1.64M +17,451 +680%
GDP
393
Great Diamond Partners
Maine
$1.88M +$1.88M +20,010 New
SSWM
394
Sheets Smith Wealth Management
North Carolina
$1.88M – – –
IDA
395
Intelligence Driven Advisers
California
$1.87M +$1.87M +19,875 New
DWT
396
Dorsey & Whitney Trust
South Dakota
$1.86M +$65.3K +695 +4%
BBHC
397
Brown Brothers Harriman & Co
New York
$1.82M -$9.39K -100 -0.5%
CFS
398
Coordinated Financial Services
Colorado
$1.82M +$56.6K +603 +3%
LPAM
399
Lodestar Private Asset Management
California
$1.81M -$120K -1,278 -6%
BPW
400
Bingham Private Wealth
California
$1.81M +$139K +1,485 +8%
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